Integration
Connect Canopy Connect and ProSMS.se
When Pull Completed fires in Canopy Connect, your agent runs Create Contact in ProSMS.se, or New Contact in ProSMS.se to Create Monitoring in Canopy Connect. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Canopy Connect and ProSMS.se to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Canopy Connect and ProSMS.se can do together
From Canopy Connect to ProSMS.se
When Pull Completed in Canopy Connect
then Create Contact in ProSMS.se
When Pull Completed in Canopy Connect
then Update Contact in ProSMS.se
From ProSMS.se to Canopy Connect
When New Contact in ProSMS.se
then Create Monitoring in Canopy Connect
When New Group in ProSMS.se
then Create Widget in Canopy Connect
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Canopy Connect and ProSMS.se
Triggers and actions 3 triggers · 38 actions
Trigger
Pull CompletedTriggers when a new insurance pull arrives on your team — a prospect has submitted through Canopy Connect and their insurance profile has been processed.
Action
Create MonitoringStarts monitoring a pull's insurance account so its data refreshes on a fixed interval.
Action
Create WidgetCreates a Canopy Connect link (widget) customers use to share their insurance.
Action
Delete WidgetDeletes a Canopy Connect link (widget).
Action
Get CarrierReturns one insurance carrier Canopy Connect supports.
Action
Get MonitoringReturns one monitoring of a connected insurance account.
Action
Get PullReturns one insurance pull with its policies, drivers, vehicles, dwellings and documents.
Action
Get Servicing ActionReturns one servicing action and its status.
Action
Get TeamReturns your Canopy Connect team's details.
Action
Get WidgetReturns one Canopy Connect link (widget).
Action
List CarriersReturns the insurance carriers Canopy Connect can pull policies from.
Action
List MonitoringsReturns your team's monitorings, the ongoing refreshes of connected insurance accounts.
Action
List PullsReturns the insurance pulls (submitted insurance profiles) your team has received, newest first.
Action
List Servicing ActionsReturns your team's servicing actions (policy changes requested on a customer's behalf).
Action
List WidgetsReturns your team's Canopy Connect links (widgets) that customers use to share their insurance.
Action
Look Up Property DataLooks up property details (structure, year built, square footage and more) for an address. Requires a Canopy plan with property data lookups.
Action
Refresh MonitoringRefreshes a monitored insurance account right away, creating a new pull.
Action
Run Policy CheckRuns a policy check on a pull against your team's saved policy check settings and returns the results.
Action
Stop MonitoringStops a monitoring so the insurance account is no longer refreshed.
Action
Update MonitoringChanges a monitoring's refresh interval, next refresh date, stop date or status.
Action
Update WidgetUpdates a Canopy Connect link (widget).
Trigger
New ContactTriggers when a new contact is added to the account.
Trigger
New GroupTriggers when a new contact group is created.
Action
Add Mobile Number to SMS GroupAdds a phone number to an SMS group.
Action
Create ContactCreates a contact with a phone number and name, optionally placing it in a group.
Action
Create New GroupCreates a new contact group.
Action
Delete ContactDeletes a contact by its ID or phone number.
Action
Delete GroupDeletes a group. Only empty groups can be deleted.
Action
Delete Scheduled SMSDeletes future scheduled SMS messages that share a batch ID or your reference.
Action
Get Contact by IDReturns a contact and the groups it belongs to, by contact ID.
Action
Get Contact by Phone NumberReturns a contact and the groups it belongs to, by phone number.
Action
Get Credit BalanceReturns the account's remaining SMS credit balance.
Action
List ContactsReturns the account's contacts, a page at a time.
Action
List GroupsReturns all contact groups with their member counts.
Action
List Sender NamesReturns the sender names approved on the account.
Action
List SMS LogReturns sent and scheduled SMS messages from up to the last 3 months, filtered by receiver, dates, reference or batch.
Action
Remove Contact from GroupRemoves a phone number from a group without deleting the contact.
Action
Send Group SMSSends an SMS to every contact in a group.
Action
Send SMSSends an SMS to one recipient phone number from one of your approved sender names.
Action
Update ContactUpdates a contact's name or phone number, found by its current phone number.
Action
Update GroupRenames a group.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
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Questions
Canopy Connect and ProSMS.se, answered
What can start an automation from Canopy Connect?
Any of Canopy Connect's 1 trigger in the catalog, including Pull Completed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ProSMS.se when something happens in Canopy Connect?
Any of ProSMS.se's 18 actions, including Create Contact, Create New Group, Send Group SMS and Send SMS. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ProSMS.se to Canopy Connect?
Yes. When something happens in ProSMS.se, your agent can act in Canopy Connect too. This page covers both directions: ProSMS.se's triggers and Canopy Connect's actions are listed here as well.
Do I have to build a connector for Canopy Connect or ProSMS.se?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Canopy Connect and ProSMS.se without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.